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iShares Core US Aggregate Bond ETF

1,626 hedge funds and large institutions have $79.3B invested in iShares Core US Aggregate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 759 increasing their positions, 574 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,626
Holders Change
+17
Holders Change %
+1.06%
% of All Funds
25.64%
Holding in Top 10
311
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+1.63%
% of All Funds
4.9%
New
128
Increased
759
Reduced
574
Closed
90
Calls
$14.3M
Puts
$1.1M
Net Calls
+$13.2M
Net Calls Change
-$5.29M
Name Holding Trade Value Shares
Change
Shares
Change %
LIG
1151
Lokken Investment Group
Delaware
$527K +$81.9K +836 +18%
BFM
1152
Boston Financial Management
Massachusetts
$526K -$44.5K -454 -8%
RBC
1153
Romano Brothers & Co
Illinois
$524K -$47.3K -483 -8%
NWM
1154
Northwest Wealth Management
Iowa
$522K -$109K -1,112 -17%
FWA
1155
FSM Wealth Advisors
Ohio
$520K -$51.4K -530 -9%
CIC
1156
Carnegie Investment Counsel
Ohio
$519K -$91K -929 -15%
PWMAG
1157
Pinnacle Wealth Management Advisory Group
New Jersey
$518K +$518K +5,289 New
GLA
1158
Good Life Advisors
Pennsylvania
$518K +$4.7K +48 +0.9%
Fiera Capital (Canada)
1159
Fiera Capital (Canada)
Quebec, Canada
$518K -$92.8K -947 -15%
MWM
1160
Madison Wealth Management
Ohio
$517K +$19.2K +196 +4%
TI
1161
tru Independence
Oregon
$517K -$21.6K -221 -4%
FFA
1162
Fragasso Financial Advisors
Pennsylvania
$516K -$46.4K -474 -8%
T
1163
TrueFG
Texas
$515K -$126K -1,283 -20%
BBNA
1164
Bremer Bank National Association
Minnesota
$514K -$29.4K -300 -5%
SFCL
1165
Strengthening Families & Communities LLC
Massachusetts
$511K -$57.2K -584 -10%
GCA
1166
Gradient Capital Advisors
California
$511K
SFG
1167
StrategIQ Financial Group
Indiana
$510K -$11.1K -113 -2%
FOA
1168
Five Oceans Advisors
California
$509K +$29.1K +297 +6%
TA
1169
TrueWealth Advisors
Alabama
$508K -$725K -7,404 -59%
BSW
1170
Buckingham Strategic Wealth
Missouri
$507K -$409K -4,172 -45%
GWP
1171
Gateway Wealth Partners
Wisconsin
$503K +$503K +5,138 New
TWP
1172
Tempus Wealth Planning
California
$500K +$5K +51 +1%
RWP
1173
Revolve Wealth Partners
New Jersey
$498K -$384K -3,917 -44%
PAG
1174
Paladin Advisory Group
Iowa
$498K +$106K +1,080 +27%
CB
1175
Cadence Bank
Mississippi
$496K